Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,109 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $28,215 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,164 |
BIG SKY RETIREMENT INC5 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $12,006 |
15 funds of $250K or more; 32 lines in all, holding $13.3M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $4.0M | 29.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 24.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $810K | 6.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $706K | 5.3% |
| Fidelity International Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $517K | 3.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $479K | 3.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $436K | 3.3% |
| Investment Contract With Insurance Company Empower Insurance Empower · Insurance contract Recordkeeper's own fund | $339K | 2.6% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $327K | 2.5% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $257K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.